Dynasty Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 232,135 shares of MTUM stock, worth $51.1 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
232,135
Previous 95,264 143.68%
Holding current value
$51.1 Million
Previous $5.77 Billion 732.03%
% of portfolio
0.83%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$201.32 - $217.44 $27.6 Million - $29.8 Million
136,871 Added 143.68%
232,135 $48 Billion
Q3 2024

Nov 12, 2024
BUY
$175.46 - $203.3 $15.5 Million - $17.9 Million
88,098 Added 1229.39%
95,264 $5.77 Billion
Q2 2024

Aug 12, 2024
BUY
$173.58 - $198.8 $252,906 - $289,651
1,457 Added 25.52%
7,166 $1.4 Billion
Q1 2024

May 15, 2024
BUY
$152.32 - $189.2 $869,594 - $1.08 Million
5,709 New
5,709 $1.07 Billion

Others Institutions Holding MTUM

# of Institutions
940
Shares Held
67.7M
Call Options Held
203K
Put Options Held
3.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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